Ark's Wood Still Likes Tesla But Loves DNA Stocks More

The transcript discusses the significant impact of Tesla on past returns and explores future investment opportunities, particularly in the genomic space. It highlights the potential of DNA sequencing, AI, and CRISPR in curing diseases. The discussion also covers the portfolio's performance, noting the minimal contribution from major tech stocks like Apple and Microsoft. The focus is on identifying the next big opportunities in genomics rather than traditional tech giants. The investment strategy is centered around a minimum hurdle rate of 15% and adapting to market conditions by considering cash-like equities when necessary.

What factors would lead to a reconsideration of investing in traditional tech stocks?

What is the minimum hurdle rate of return for stocks entering the portfolio?